About
American Elite Advisory is a Registered Investment Advisory. We are growing our business…
Experience
Education
Licenses & Certifications
Volunteer Experience
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Vice President & Trustee
Calvary Lutheran Church, Dallas
- 3 years
Education
Responsible for financial and administrative functions of the church.
Publications
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Stress Testing Your Portfolio | Measure the impact of a major correction on your portfolio.
Vernon Bell
Using sophisticated software modeling to determine what could happen with your investments under a wide variety of macro economic conditions.
Other authorsSee publication -
Investing for You | Managed portfolios that put your needs front and center!
Morningstar Investment Services
Morningstar Investment Services was created to bring professional-strength strategies to investors like you. We’re dedicated to extending Morningstar’s mission through our lineup of portfolios grounded in unbiased research. We are truly independent: We choose investments based on merit alone, and seek to act in the best interests of investors in everything we do.
Your advisor will help you determine what you’re comfortable with and develop a strategy to support it. Once your plan is…Morningstar Investment Services was created to bring professional-strength strategies to investors like you. We’re dedicated to extending Morningstar’s mission through our lineup of portfolios grounded in unbiased research. We are truly independent: We choose investments based on merit alone, and seek to act in the best interests of investors in everything we do.
Your advisor will help you determine what you’re comfortable with and develop a strategy to support it. Once your plan is in place, your advisor will help you chart your progress toward your goals and keep you up to date, ensuring that your plan changes as you do. Talk to your advisor to find a strategy that works for you. -
Optimize your 401k | 401k Advice plus stop loss protection
HCM
401k Optimizer empowers employees to manage their 401k with the assistance of a stop loss algorithm and professional advice.
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Understanding Investments a Few Minutes at a Time | Insights from a Master Investor
Vernon Bell
This free eBook consists of a series of 52 deliberately short lessons on investing. It has been designed to make it easy to digest "a few minutes at a time." Installments are emailed either daily or every third day. Each installment is distributed as a PDF and audio recording.
Daniel Dower is the book author. Vern Bell created the audio recordings.Other authorsSee publication
Projects
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Planning for Retirement Presentation
- Present
This presentation summarizes how I like to approach retirement planning for most clients.
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